Plum Healthcare Group, Llc 401(k) Plan: Login, Facts & Contact Information

Plum Healthcare Group, Llc 401(k) Plan Facts

Plan name
PLUM HEALTHCARE GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PLUM HEALTHCARE GROUP, LLC
Participants
9,779 (10,324 active employees)
Former employees with a balance
922
Plan assets
$85,525,604 at Dec 31, 2022
Average account balance
$31,168 across 2,744 accounts
Employer contributions
$1,330,034 in plan year 2022 (11% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Nov 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 16, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $12.4 million went into the plan in contributions, $1.33 million of it from the employer (11%).
  • $10.0 million was paid out to participants.
  • Administrative expenses were $150,016, about $55 per account.

How the Plum Healthcare Group, Llc 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201711,102$51.9 million$1.07 million$4.05 million
201810,853$51.5 million$1.17 million$6.67 million
201910,635$69.5 million$1.24 million$4.36 million
202010,832$84.0 million$1.35 million$7.84 million
202110,011$99.8 million$1.41 million$9.13 million
20229,779$85.5 million$1.33 million$10.0 million

Plum Healthcare Group, Llc 401(k) Contact Information

Phone
760-471-0388
Mailing address
2175 SALK AVENUE, SUITE 300, CARLSBAD CA 92008
Plan sponsor
PLUM HEALTHCARE GROUP, LLC
Employer identification number (EIN)
33-0855158
Plan number
001

Questions about the Plum Healthcare Group, Llc 401(k)

Does Plum Healthcare Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $1.33 million, 11% of all contributions.

Does the Plum Healthcare Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Plum Healthcare Group, Llc 401(k) plan?

9,779 participants at the start of plan year 2022, 10,324 of them active employees, and 922 former employees who still had money in the plan.

What is the average 401(k) balance at Plum Healthcare Group, Llc?

About $31,168 per account: $85.5 million in plan assets across 2,744 accounts with a balance at the end of plan year 2022.

Who manages the Plum Healthcare Group, Llc 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Plum Healthcare Group, Llc. How do I access my 401(k)?

Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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